Investments

The INS Companies provide investment analysis and reviews of investment transactions on company portfolios of all sizes and complexities.

Practice Leaders

Annette Knief

Managing Director

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Richard Foster

Financial Regulation Manager

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For More Information 215-625-2927

The proper distribution and handling of a Company’s investment portfolio is critical to the foundation of that entity’s financial well-being. The INS Companies have the expertise and full-time specialists to perform reviews on either a stand alone basis or as part of a statutory examination. We can assure the regulators have a thorough understanding of the reliability and effectiveness of a Company’s investments not only based upon the Company’s own financial disclosures, but also on our own internal review processes. Through our strategic partnership with a New York investment specialist firm, we are capable of examining the most complex investment portfolios and investment types.